Credit Facebook
Sept 7:
Court transcription teleconference. Something happened.
I’m GUESSING, we brought something up regarding an SEC violation against the hostile group.
In order to combat that, the hostile group brought in Brendan Quigley and Brian Kerr likely to battle off the “allegation” and the “$350M merger / acquisition” claim.
We then brought in Daniel Rusk to combat their other court filing to likely keep the case where it is.
History:
Previous employees that are involved with the hostile group, diluted the stock and raised little money. They wanted to only focus on Combo therapy. With current managements vision for 31+ indications all based on CCR5 antagonism, SK believes we will be an oncology company.
I agree because I believe we have unrivaled mTNBC results.
Sept 8th: CC we find out about the academic Institute to which SK said he would sign. Forthcoming Nash results that Recknor feels will mold the good results of the animal model. 2nd Philippines Purchase Order is Larger than the 2nd.
Sept 9th: As usual the sell off begins after a CC and people return their shorted shares to battle another day or be “safe”. This time, our SP stays the same and doesn’t decrease like usual. The shorted showed 750K available.
—Post market— PR —Brazil Severe First injection during the first NFL game of the season. Was superChet Beaty Beaty mad?
In the words of Nader, do the math,
By 3 days, usually, the Ventilator comes off (assuming first patient is on ventilator). Tomorrow is the 2nd injection, where O2 starts to improve and then the patient tends to go on the regular bag mask you see in movies. That means by the 23rd, (3rd dose), the patient might be off a mask completely or using Grandpas nasal cannula. Some previous anecdotes, even going home by then.
I bring this timeline up because the Philippines did a PO on the 7th, and we are learning 8 days later (today) about a meeting with the Philippines. Are we about to get a Philippines EUA?
(People must have seen an extraordinary result based on the requirement of supplemental oxygen improving in these patients.)
Sept 10: Shorted Shares go from 750K shares to 600 available. I have to ask shorties, why do you leave 600? Is it so it’s not posted by everyone that there’s no shorted shares available? Don’t want that extra pressure of everyone knowing?
Even with so many shorted shares, CytoDyn via PacerMonitor said they would depose the group and we rose 10c.
Sept 13:
Emerging Growth CC announced.
Depositions of SK, CytoDyn and Melissa Yaeger took place. We increased by 30c. People said no news increased, but I believe longs were trimming some other stocks or waiting for money to clear and anticipation of the Academic Institution contract is in our heads from the previous CC. Volume was higher than usual. It reminded me of the cd12 days.
Sept 14: Post PR announcement usually means they dump some shares and return shares. (Note that people lost $ doing that this time bc of the increase of 30c). So,
To paraphrase a well known 13D supporter, from several months ago, “it’s just smart (to sell before the CC and buy back after).”
…but not in this case because we haven’t been down to the $1.30s. MMs can red tape it to indicate they want $1.55ish but is that legal?
Deposition of NP takes place, weak FUD ensues and we drop 5c. 500K shares are returned.
Sept 15: That 500K drops to 6k real quick with a coordinated Ambulance Chaser. (They use ambulance chasers when they’re really desperate. Are they fishing for panic sellers?) With only 8k shares available we are negative 9c for the day.
Where am I going with all of this?
The share price shenanigans continue, but are slowing down with strong PRs and data from trials.
The LL story of its safety and efficacy of being a miraculous drug continues. As the data gets stronger, we find out more and more of the CytoDyn story, not just the LL story.
The previous employees that diluted CytoDyn, and delayed the cancer trial are gone, and in result there’s a signed contract on SKs desk for Cancer with a major academic institution.
The DOJ and SEC inquiries were fact finding. They didn’t have to include it in the 10K per NP. The lawyers wanted it in there.
CytoDyn scheduling an emerging growth cc the day after his deposition shows there’s nothing to hide.
Communications with the FDA in general, about LH Phase 2/3 trial were turned in a week ago. This time around we have MRIS, biomarkers, blood samples, and more data to present this trial design bc of Recknor. In other words, THIS Dr has us prepared to go in front of the FDA.
We have two PR slots open:
the looming PRs are:
Philippines EUA?
Nash interim results?
Brazil Critical first injection?
a weekly enrollment update?
a well known Academic Institution Contract revealing?
Shorties want you to sell SO BAD with only 8K shares available to short.
